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Insights for fellow advisors.

14 Lessons I Learned From My Dad

14 Lessons I Learned From My Dad

November 26, 2025

My father was called home to be with God 14 years ago on Thanksgiving Day, November 24th, 2011. Today would have been his 76th birthday. There is not a day that goes by t…

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13 Lessons I Learned From My Dad

13 Lessons I Learned From My Dad

November 25, 2024

My father was called home to be with God 13 years ago on Thanksgiving Day, November 24th, 2011. Today would have been his 76th birthday. There is not a day that goes by t…

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The Ugly Couch

The Ugly Couch

March 6, 2024

Our Ugly Couch A part of our culture here at Beratung is called the Ugly Couch. It’s a term we use to call each other out and a term we use to celebrate discovering our b…

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12 Lessons I Learned From My Dad

12 Lessons I Learned From My Dad

November 20, 2023

My father was called home to be with God 12 years ago on Thanksgiving Day, November 24th, 2011. Today would have been his 75th birthday. There is not a day that goes by t…

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Our Base eMoney Assumptions

Our Base eMoney Assumptions

May 17, 2022

A lot of advisors want to know what base assumptions our teams uses in eMoney Advisor Advanced Planning. I have taught this many time in trainings but here is it is in li…

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Define Your Core Values

Define Your Core Values

March 29, 2021

There are a few exercises I believe everyone should do in life to discover their calling and create a compass to guide their life. They are: Discover and Declare Your Why…

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Discover And Declare Your Why

Discover And Declare Your Why

March 19, 2021

There are a few exercises I believe everyone should do in life to discover their calling and create a compass to guide their life. They are: Discover and declare  Yo…

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Defining Your Roles

Defining Your Roles

December 11, 2020

There are a few exercises I believe everyone should do in life to discover their calling and create a compass to guide their life. They are: Discover and declare  Yo…

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9 Lessons I learned from my Dad

9 Lessons I learned from my Dad

November 18, 2020

My father was called home to be with God 9 years ago on Thanksgiving Day, November 24 th , 2011. Today would have been his 72 nd birthday. There is not a day that goes by…

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Leading Through Difficult Times

Leading Through Difficult Times

March 16, 2020

Our country has been through many difficult times including the World War I, Great Depression, World War 2, Stagflation and oil shortages of the 70s, The Cold War, the 9/…

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